Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for investment management are based on a percentage of assets under management, up to 1.4% annually. The exact fee varies depending on factors like asset size and complexity. Clients are responsible for brokerage fees, custodial fees, and other investment-related expenses. Limited-scope financial planning is charged hourly or as a fixed fee, which is negotiable. One Charles has a minimum of $400,000 to establish an advisory relationship, but this may be waived or reduced.
Areas of Practice
Advisor Information
Office location
99 Derby Street, Suite 100, Hingham, MA, 02043
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Customer Dispute
November 2012Other Business ActivitiesSells Insurance
Paul owns rental property in Marathon, FL, managed by a real estate company. He is also a founding partner of One Charles Private Wealth, an SEC Registered RIA, and provides investment management advice, dedicating significantly more than full-time hours to this role. Paul also researches and implements fixed insurance products for clients, dedicating about 10-20% of his time to this activity.